Portfolio Management Services (PMS)Compare Schemes
Sameeksha - Equity Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Sameeksha - Equity Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.38%
7.67%
6 Months
11.48%
27.70%
1 Year
7.29%
47.52%
3 Years
16.29%
23.98%
5 Years
16.45%
15.87%
Since Inception
20.67%
18.55%
Fund Age
10 yrs 4 mo
16 yrs 2 mo
AUM
₹1,333.94 Cr
₹1,022.92 Cr
Alpha – 1 Year
2.57%
42.80%
Alpha – 3 Years
4.20%
11.89%
Information Ratio – 3 Years
0.52
1.12
Volatility – 1 Year
21.33%
28.29%
Volatility – 3 Years
16.22%
20.76%
Beta – 1 Year
1.18
1.36
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
0.18
1.33
Sharpe Ratio – 3 Years
0.69
0.99
Worst Rolling Year
-0.52%
-4.58%
Value at Worst Rolling Year
₹0.99 Cr
₹0.95 Cr
Deepest Drawdown
−19.36%
−19.51%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
98.89%
97.86%
Median Rolling Year
25.38%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
50
26
Portfolio P/E
21.52
50.74
Top 5 Holdings
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
0.05% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / 0% / 0%